Google Docs doesn't really work offline, so it's not impacted by this change. Could also be a change of heart from Apple, since their stance on web applications have changed before.
Isn't the new policy for local storage being copied from an existing policy for cookies? How can they switch to cookies?
In the linked article it actually mentions that this policy is being widened from cookies to the rest of script-writable storage.
They could restrict these APIs to "installed" web apps via the web app manifest file, if they were to adopt that. Maybe they will in the future, but for now they've just made web apps far less powerful.
It actually works quite well offline
So now that web apps have the advantage, at least when a keyboard and mouse are attached to the iPad, Apple is going to be seeking to tip the scales back in native apps favor.
I respect you have some other motivations here, but I'm not doing this for fun. I'm doing this because it's important to how I spend my most important resources: my time and effort. So no, I'm not going to stop speculating, the mere idea is laughable. Like buying an individual stock while having no opinion of what direction the company might take in the future.
Apple just added new APIs to support these.